1M
6M
1Y
3Y
5Y
All
| NAV: 24 May 2024 | ₹165.74 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹4,579.47Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 29.0% | 16.1% | 15.0% | 13.2% |
| Category average | 31.6% | 16.0% | 14.8% | NA |
| Rank with in category | 30 | 25 | 23 | NA |
Understand terms
Holdings (119)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 5.13% |
HDFC Bank Ltd. | Financial | Equity | 4.32% |
ICICI Bank Ltd. | Financial | Equity | 4.27% |
GOI | Sovereign | GOI Sec | 3.90% |
Bharti Airtel Ltd. | Communication | Equity | 2.89% |
Infosys Ltd. | Technology | Equity | 2.54% |
Larsen & Toubro Ltd. | Construction | Equity | 2.49% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.27% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.19% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.05% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Cons
Lower expense ratio: 0.71%
1Y and 10Y annualised returns lower than category average
Higher alpha: 3.47
The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
3Y and 5Y annualised returns higher than category average
Expense ratio, exit load and tax
Expense ratio: 0.71%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Ravi GopalakrishnanMay 2022 - PresentView details
Ravi Gopalakrishnan
May 2022 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
S BharathJan 2022 - PresentView details
S Bharath
Jan 2022 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sandeep AgarwalJan 2022 - PresentView details
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
ABN AMRO Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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